Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) | NA | 11.79% | 12.41% | 10.19% | NA | NA | NA | … | … |
Data as of 09/22/2025, Common starting date is 08/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) | 08/05/2019 | 09/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.79 | 12.41 | 10.19 | NA | NA | NA | … | … | 19.58 | 4.95 | 5.09 | -2.21 | 13.24 | -6.00 | 11.16 |
| Sharpe Ratio | NA | 0.73 | 0.74 | 0.65 | NA | NA | NA | … | … | 1.86 | 0.14 | 0.14 | -0.23 | 1.28 | -0.20 | 3.89 |
| Standard Deviation(%) | NA | 12.56 | 12.08 | 12.30 | NA | NA | NA | … | … | 13.60 | 9.51 | 10.56 | 16.03 | 10.33 | 31.24 | 7.28 |
| Draw Down(%) | NA | 10.29 | 10.29 | 18.68 | NA | NA | NA | … | … | 10.29 | 7.81 | 9.74 | 18.68 | 6.67 | 38.10 | 1.96 |
| Yield(%) | 0.00 | 3.18 | 3.85 | 3.75 | 2.00 | 1.33 | 1.00 | … | … | 1.10 | 2.44 | 4.01 | 3.28 | 2.97 | 2.58 | 2.82 |
Data as of 09/22/2025, Common starting date is 08/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) |
-1.51%
Sep 2019 – Sep 2022 |
2.80%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGQRX (Virtus KAR Global Quality Dividend Fund Class R6) |
11.80%
Mar 2020 – Mar 2023 |
10.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart